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4 ARTICLES

12h ago

Softcat Raises Full‑Year Profit Forecast After AI Infrastructure Surge

Corporate demand for AI‑capable hardware, together with an order pull‑forward caused by memory shortages, lifted third‑quarter results and pushed management to raise its outlook.

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10 ARTICLES

yesterday

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

5 ARTICLES

yesterday

Perion Leans on AI and CTV Growth While Reaffirming 2026 Outlook

11 ARTICLES

2d ago

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

6 ARTICLES

2d ago

WhatsApp Rolls Out ‘Incognito’ AI Chats That Vanish and, Meta Says, Even It Can’t Read

3 ARTICLES

last wk.

Dynatrace Beats Q4 and Tops $2 Billion ARR as Shares Sink on Slower Growth Outlook

3 ARTICLES

last wk.

Apple and Intel Reported to Reach Framework for Limited Chip Production

6 ARTICLES

2w ago

Bumble Will Kill the Swipe With an AI Matchmaking Overhaul

6 ARTICLES

2w ago

Samsung Ends TV and Home Appliance Sales in China

7 ARTICLES

2w ago

Apple Explores Intel and Samsung for U.S. Chipmaking as AI Squeeze Grows

9 ARTICLES

2w ago

Nebius Sets New High on $643 Million Eigen AI Deal

10 ARTICLES

2w ago

Apple Cuts Mac Studio and Mac Mini RAM Options in Ongoing Memory Squeeze

6 ARTICLES

2w ago

Alphabet Launches Six-Tranche Euro Bond Sale to Fund AI Infrastructure

11 ARTICLES

2w ago

Google Tests Gemini App Overhaul With Unified Tools and New Look

3 ARTICLES

2w ago

Applied Materials to Acquire ASMPT’s NEXX to Bolster Panel-Level Chip Packaging

Market Trends

Softcat Raises Full‑Year Profit Forecast After AI Infrastructure Surge

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

Perion Leans on AI and CTV Growth While Reaffirming 2026 Outlook

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Super Micro Posts Massive Q3 as Stock Bounces After Sales Leadership Shake-Up

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Prediction: Amazon, TSMC, Broadcom, Meta Could Reach $3 Trillion by 2027

POET Raises $400 Million and Secures Lumilens Pact to Speed AI Photonics Push

Micron’s AI Memory Surge Pushes Market Value Near $900 Billion

WhatsApp Rolls Out ‘Incognito’ AI Chats That Vanish and, Meta Says, Even It Can’t Read

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Market Trends

Dynatrace Beats Q4 and Tops $2 Billion ARR as Shares Sink on Slower Growth Outlook

Apple and Intel Reported to Reach Framework for Limited Chip Production

Bumble Will Kill the Swipe With an AI Matchmaking Overhaul

Samsung Ends TV and Home Appliance Sales in China

Apple Explores Intel and Samsung for U.S. Chipmaking as AI Squeeze Grows

Nebius Sets New High on $643 Million Eigen AI Deal

Apple Cuts Mac Studio and Mac Mini RAM Options in Ongoing Memory Squeeze

Alphabet Launches Six-Tranche Euro Bond Sale to Fund AI Infrastructure

Google Tests Gemini App Overhaul With Unified Tools and New Look

Applied Materials to Acquire ASMPT’s NEXX to Bolster Panel-Level Chip Packaging

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Market Trends